CFA Society New Zealand was formed to promote awareness of the aims of CFA Institute and the CFA Program, and to lead the investment profession in New Zealand by setting the highest standards of education, integrity and professional excellence.
Our society is an association of local investment professionals. Consisting of portfolio managers, security analysts, investment advisors, and other financial professionals, we promote:
- ethical and professional standards within the investment industry,
- encourage professional development through the CFA Program and continuing education,
- facilitate the exchange of information and opinions among people within the local investment community and beyond, and;
- work to further the public's understanding of the CFA designation and investment industry.
As one of CFA Institute member societies, our society connects members to a global network of investment professionals.
The CFA Society of New Zealand aims to lead the New Zealand financial services profession by promoting the highest standards of ethics, professional excellence and education for the benefit of all users of financial services.